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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
2901
Cedar Mountain Advisors
Oregon
$42.4K +$520 +12 +1%
HIMS
2902
Hager Investment Management Services
New Hampshire
$42.3K -$1.56K -36 -4%
TCM
2903
TD Capital Management
Tennessee
$42.3K +$10.2K +236 +32%
GA
2904
GoalVest Advisory
New York
$42K +$40.7K +939 +3,029%
BGA
2905
Battery Global Advisors
Massachusetts
$41.4K
EWP
2906
Elevation Wealth Partners
California
$41.2K
IWMWV
2907
Ironwood Wealth Management (West Virginia)
West Virginia
$40.3K
CFS
2908
Compass Financial Services
Iowa
$40K -$35K -809 -47%
HHMI
2909
Howard Hughes Medical Institute
Maryland
$39.3K +$39.4K +909 New
PWA
2910
Physician Wealth Advisors
Utah
$38.7K +$5.28K +122 +16%
SR
2911
Syntax Research
Florida
$38.2K
W
2912
WealthCollab
Washington
$38.2K
ACM
2913
Anfield Capital Management
California
$38.1K +$20.4K +472 +115%
FCMT
2914
Founders Capital Management (Texas)
Texas
$37.9K
BI
2915
Binnacle Investments
Iowa
$37.8K -$4.68K -108 -11%
WAM
2916
Westport Asset Management
Connecticut
$37.3K
GK
2917
Graney & King
New York
$37.3K -$2.38K -55 -6%
LWMI
2918
Legacy Wealth Management (Idaho)
Idaho
$36.6K -$1.82K -42 -5%
LIS
2919
Legacy Investment Solutions
Idaho
$36.6K +$36.6K +846 New
BT
2920
Banque Transatlantique
France
$36.2K
JEST
2921
JTC Employer Solutions Trustee
Jersey
$36K
TTIC
2922
Tower Trust & Investment Company
Iowa
$35.5K
VIS
2923
Vega Investment Solutions
France
$34.6K -$48.3K -1,116 -58%
SVCP
2924
Silicon Valley Capital Partners
California
$33.8K +$11.6K +269 +52%
WW
2925
Winnow Wealth
Texas
$33.6K -$1,000K -23,092 -97%